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A Social Security benefit is a terrible thing to waste
(By – Mary Beth Franklin, Investment News) As I travel around the country teaching financial advisers and their clients about smarter ways to claim Social Security benefits, my “magic age” strategies often trigger surprise and gratitude among my audiences who are astonished…
POLICY BYTES: The private sector can reform Social Security’s disability program
(By – Dr. Merrill Matthews, www.yourhoustonnews.com) INSTITUTE FOR POLICY INNOVATION As Republican presidential candidates look for policy reform proposals for their campaign platforms let’s hope they reach out for bold, free market ideas. And Social Security is a good place…
Countdown to Retirement: Dos and Don’ts for Your Final Working Year
(By – Maryalene LaPonsie, money.usnews.com) Some 4 million baby boomers are expected to retire in the next year. If you’re one of them, you need to make sure you’re on solid ground before exiting the workforce. Otherwise, you could find yourself…
What Women, More Financially Vulnerable In Old Age, Can Do To Help Themselves
(By – Larry Light, www.forbes.com) Women are more vulnerable to financial insecurity because they typically live longer and earn less. Making the right financial decisions is therefore crucial for all women, from Social Security to the rest of their retirement…
Ways And Means Committee Votes To Repeal Medical Device Excise Tax
(By – Mel Schwarz, Dustin Stamper and Shamik Trivedi, www.mondaq.com) The House Ways and Means Committee approved a bill last week that would repeal the medical device excise tax. That legislation will go to the House floor the week of June 15. The…
5 signs you rely too much on Social Security
(By – Eric McWhinnie, The Cheat Sheet, www.usatoday.com) America is growing older by the day. The number of people age 65 and older will almost double over the next 35 years as the median age rises to about 41. In…
Social Security Q&A: Should My Sister Wait to File on Her Ex’s Record?
(By – Laurence Kotlikoff, www.forbes.com) Social Security may be one of your largest assets. What and when you collect will make a huge difference to your lifetime benefits. Today’s social security question is about sequencing retirement and divorced spousal benefits. Question:…
Social Security: Customer service comes first
(By – Kimberly Yellow Robe, www.azcentral.com) Good communication is about more than just promptly taking a customer’s phone call or directing them to a helpful website. It includes providing useful information in a clear and easy-to-understand way, in writing, on…
Rethinking the use of Social Security numbers
By – Chelsea Leu, www.phys.org) Nearly every 12 hours, on average in 2014, there was an institutional data breach somewhere in the United States—a record 783 cases reported last year, according to the nonprofit Identity Theft Resource Center. And the…
Why Social Security’s Advice Is Often Wrong
(By – Philip Moeller, www.time.com) Following even the agency’s most basic instructions may be a bad idea. Social Security advice is always well-intentioned, usually helpful—and often wrong. That was one of the most eye-opening findings of doing two years of…